Company Type

Mangham Associates, a $2B+ AUM multi-asset investment manager; Interim CIO engagement.

What Drove the Need

20+ year-old legacy systems could not support the fund-of-funds product model or growth

Business Impact

~95% improvement in data quality; LedgeX implemented in under 1.5 years (Case 10)

Systems/Data Integration

LedgeX

Design

Future-state master and transactional data taxonomies architected first; conversion from legacy Access/Excel structures into LedgeX

Technology Stack

T-SQL / SQL Server; C#/.NET
LedgeX Portfolio Management software (selected under the principal's lead)

For More Information

LedgeX Data Migration — 20+-Year-Old Access/Excel Estate

Led the portfolio-management software selection, then executed the data migration off 20+-year-old MS Access applications and Excel workbooks into LedgeX.